The Profit Advisor PDF Download
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| Author | : Femke Hogema |
| Publisher | : |
| Total Pages | : 268 |
| Release | : 2020-05-07 |
| Genre | : Business & Economics |
| ISBN | : 9789493056589 |
Download The Profit Advisor Book in PDF, ePub and Kindle
The accounting industry is changing rapidly. Artificial intelligence and other developments are taking over work from accountants, bookkeepers, tax-advisors and cpa's. They need to add services beyond compliancy work to survive. They need to add value and become profit advisors. The Profit Advisor provides practical tools to accomplish this.
| Author | : Mike Michalowicz |
| Publisher | : Penguin |
| Total Pages | : 225 |
| Release | : 2017-02-21 |
| Genre | : Business & Economics |
| ISBN | : 073521414X |
Download Profit First Book in PDF, ePub and Kindle
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.
| Author | : Robert D. Knapp |
| Publisher | : John Wiley & Sons |
| Total Pages | : 166 |
| Release | : 2010-12-17 |
| Genre | : Business & Economics |
| ISBN | : 1118039505 |
Download The Supernova Advisor Book in PDF, ePub and Kindle
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
| Author | : Barry R. Schimel |
| Publisher | : Capital Books (VA) |
| Total Pages | : 306 |
| Release | : 2000 |
| Genre | : Business & Economics |
| ISBN | : 9781892123060 |
Download 100 Ways to Win the Profit Game Book in PDF, ePub and Kindle
The Profit Advisors now offer 100 battle-tested strategies for adding fast profits to any business's bottom line.
| Author | : Mark C. Tibergien |
| Publisher | : John Wiley & Sons |
| Total Pages | : 342 |
| Release | : 2011-08-09 |
| Genre | : Business & Economics |
| ISBN | : 1118019318 |
Download Practice Made (More) Perfect Book in PDF, ePub and Kindle
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry A new edition of a bestselling Bloomberg title Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
| Author | : Chris Collins |
| Publisher | : |
| Total Pages | : 136 |
| Release | : 2019-10-08 |
| Genre | : Business & Economics |
| ISBN | : 9781733394529 |
Download Millionaire Service Advisor Book in PDF, ePub and Kindle
Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.
| Author | : Dan Cuprill |
| Publisher | : |
| Total Pages | : 146 |
| Release | : 2018-01-24 |
| Genre | : |
| ISBN | : 9781983746291 |
Download Renegade Advisor Book in PDF, ePub and Kindle
Once essential to the distribution of financial services, today's financial advisor has been replaced in a far more efficient and cost-effective manner by technology. But unlike the record and video stores that suffered the same fate, advisors can thrive in the age of Amazon provided they adopt a paradigm that is almost completely opposite from everything they've been taught thus far.Million dollar fee-based advisor Dan Cuprill and marketing expert Heather Stevens demonstrate the steps to adopting an approach that will help financial advisors to not only survive but thrive as the business world around them rapidly changes.
| Author | : Al Depman |
| Publisher | : McGraw Hill Professional |
| Total Pages | : 353 |
| Release | : 2009-10-21 |
| Genre | : Business & Economics |
| ISBN | : 007162158X |
Download How to Build Your Financial Advisory Business and Sell It at a Profit Book in PDF, ePub and Kindle
Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a. “The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg. How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members. Depman guides you through the process of forming a sound plan for your financial services business, including how to: Create a team of advocates in marketing and administration Build a sophisticated referral process Develop sales and casedevelopment systems Write a best-practices operations manual Maximize new technology to streamline operations Put a succession plan in place Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You’ll be able to spend more time with clients. You’llput more energy into finding new ones. You’ll focus more on referral sources. And someone else will do the grunt work. Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheck—and reap the rewards of your hard work long after you choose to leave the firm.
| Author | : Gregory Burges Crabtree |
| Publisher | : |
| Total Pages | : 0 |
| Release | : 2014-04-13 |
| Genre | : Small business |
| ISBN | : 9780989645232 |
Download Simple Numbers, Straight Talk, Big Profits! Book in PDF, ePub and Kindle
Simple Numbers can guide you to increased business profitability Take the mystery out of small business finance with this no-frills guide to understanding the numbers that will guide your business out of any financial black hole. Author Greg Crabtree, a successful accountant, small business advisor, and popular presenter, shows you how to use your firm's key financial indicators as a basis for smart business decisions as you grow your firm from startup to $5 million (and, more ) in annual revenue. Jargon free, and presented in an easy-to-follow, step-by-step format, with plenty of real-world examples, Crabtree's down-to-earth discussion highlights the most common financial errors committed by small businesses, and how to avoid them. You'll be fascinated to learn: Why your numbers are lying to you (and why you are the cause ) How labor productivity is the key to profitability and simplifying human resource decisions Why the amount of tax you pay is your #1 key performance indicator Take advantage of Crabtree's years of experience teaching clients how to build successful businesses by ''seeing beyond numbers'' with this step-by-step guide to increasing your businesses profitability.
| Author | : F. Bentley Mooney, Jr. |
| Publisher | : AuthorHouse |
| Total Pages | : 294 |
| Release | : 2011-06-23 |
| Genre | : Law |
| ISBN | : 1452018057 |
Download An Advisor’s Guide to Private Annuities Book in PDF, ePub and Kindle
This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor – the attorney, accountant, financial planner, and others – so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.
